Paraplanner

Recruiter
Anonymous
Location
Bedfordshire
Salary
30000.00 - 35000.00 GBP Annual + GBP30000 - GBP35000/annum
Posted
07 Aug 2017
Expires
04 Sep 2017
Sector
Accounting
Contract Type
Permanent
Paraplanner

Based in Cranfield

Salary guide GBP30,000 - GBP35,000 depending on experience

We are delighted to be working with a client who requires a Financial Planner to undertake a number of the non-client facing tasks including preparing and administering a Financial Plans and reports.

You will be working for a new Wealth Management business and working directly for the 2 Directors.

Responsibilities will include:

Research, producing client reports, sitting in on client meetings, as required, etc.
•Gathering all information required by the advisor's
•Writing suitability letters
•Producing client reports
•Sitting in on client meetings as and when required.
•Client phone calls and answering queries.

You will have
•Excellent report writing skills
•Ability to analyse statistics
•Ability to conduct research
•Good understanding of compliance issues
•Good time management skills
•Excellent interpersonal and IT skills

Ideally, you'll have a minimum of Level 4 Diploma in Financial Planning or the Certificate in Paraplanning Qualification together with demonstrable paraplanning experience.

Due to the high volume of applications we receive, it is not always possible to get back to you within 24 hours. However, your application will be reviewed by a Consultant as quickly as possible and if you are shortlisted we will aim to call you within two working days.
If you do not receive a call please do not be despondent. Typically only one candidate can be successful per role! Please apply for any future roles in the same way. Good luck

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